Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$506,880
+$25,053 QoQ
Shares Held
5,296
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,398
of 2,360 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fonville Wealth Management LLC holds $1,244,359 across 4 Utilities - Regulated Electric names. SO ranks #1 (40.7% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,880 | 5,296 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $481,827 | 4,992 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $388,388 | 4,454 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $422,105 | 4,454 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $409,286 | 4,457 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $409,821 | 4,457 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $376,614 | 4,575 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $412,573 | 4,575 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $334,326 | 4,310 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $334,451 | 4,662 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||